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Top Financial Advisors in Brentwood, Tennessee

Finding the right financial advisor in Brentwood is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Brentwood, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Brentwood, TN.


Find the Best Financial Advisor Firms in Brentwood:

THOROUGHBRED FINANCIAL SERVICES, LLC

CRD#: 47893

BD
RIA

Address: 5110 Maryland Way Suite 300, Brentwood, TN 37027-7508

Clients: 2,381

In Business for: 27 Years

Average Clients per Advisor: 74

AUM: $ 2.4B

Disclosures: 1

Find an Advisor

TRUSTCORE FINANCIAL SERVICES, LLC

CRD#: 106522

RIA

Address: 5314 Maryland Way Suite 300, Brentwood, TN 37027-6219

Clients: 1,500

Average Clients per Advisor: 46

AUM: $ 2.4B

TBH GLOBAL ASSET MANAGEMENT, LLC

CRD#: 145536

RIA

Address: 6 Cadillac Dr. Suite 300, Brentwood, TN 37027

Clients: 687

Average Clients per Advisor: 57

AUM: $ 951M

VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816

RIA

Address: 6 Cadillac Dr. Suite 310, Brentwood, TN 37027

Clients: 7,842

Average Clients per Advisor: 73

AUM: $ 941M

SEVEN SPRINGS WEALTH GROUP, LLC

CRD#: 127411

RIA

Address: 340 Seven Springs Way Suite 710, Brentwood, TN 37027-4536

Clients: 115

Average Clients per Advisor: 16

AUM: $ 575M

TRANQUILITY PARTNERS, LLC

CRD#: 283478

RIA

Address: 5214 Maryland Way Suite 405, Brentwood, TN 37027

Clients: 97

Average Clients per Advisor: 13

AUM: $ 483M

How We Chose the Top Financial Advisors in Brentwood, Tennessee

To create this list of top financial advisor firms in Brentwood, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Brentwood has to offer.

Search Financial Advisors in Brentwood, Tennessee


Name or CRD#
Location:
Firm name (optional)
AR

Amy Barbara Riss

Amy Barbara Couture, Amy Riss
RR
CRD#: 4767604
Location:
Nashville, TN 37203

Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.

Disclosures:
Experience:
22 years registered
AK

Anthony Emanuel Kafouros JR

Anthony Emanuel Kafouros, Tony Kafouros
RR
CRD#: 4854890
Location:
San Mateo, CA 94403-1906

Registered Affiliation(s):FRANKLIN DISTRIBUTORS, LLC

Disclosures:
Experience:
22 years registered
RC

Roger Duane Clark

PR
CRD#: 5655275
Location:
Nashville, TN 37203

Registered Affiliation(s):FLOOD, BUMSTEAD, MCCREADY & MCCARTHY, INC.

Disclosures:
Experience:
17 years registered
RD

Roger Ware Dunaway

Trey Dunaway
IAR
CRD#: 5691753
Location:
Nashville, TN 37203

Registered Affiliation(s):FLOOD, BUMSTEAD, MCCREADY & MCCARTHY, INC.

Disclosures:
Experience:
17 years registered
JB

Julie Miechell Boos

Julie Marie Boos
IAR
CRD#: 5711380
Location:
Nashville, TN 37203

Registered Affiliation(s):FLOOD, BUMSTEAD, MCCREADY & MCCARTHY, INC.

Disclosures:
Experience:
17 years registered
TG

Tiffany Nicole Greer

Tiffany Nicole Bernard, Tiffany Nicole Greeer, Tiffany Nicole Ham
RR
CRD#: 4872520
Location:
Dickson, TN 37055

Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC

Disclosures:
Experience:
22 years registered
DR

David Christopher Rogers

Chris Rogers
RR
CRD#: 3070776
Location:
Nashville, TN 37201

Registered Affiliation(s):B. C. ZIEGLER AND COMPANY

Disclosures:
Experience:
22 years registered
DE

Dawn Katherine Edmondson

Dawn Katherine Kelter
RR
CRD#: 4601464
Location:
Nashville, TN 37219

Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.

Disclosures:
Experience:
22 years registered
SL

Susannah Doyle Lunke

Susannah Wells Doyle
RR
CRD#: 4762172
Location:
Nashville, TN 37215

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES, INC.

Disclosures:
Experience:
22 years registered
BT

Bobby Thomas

Bobby Thomas Jr, Bobby Thomas Jr.
PR
CRD#: 4824346
Location:
Fairfield, IA 52556-8757

Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH, INC.

Disclosures:
Experience:
22 years registered
CW

Christopher Allen Woodlee

Chris Woodlee
RR
CRD#: 4787563
Location:
Franklin, TN 37064-3084

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
22 years registered
DR

Danna Lee Raube

Danna Lee Childress, Danna Lee Helms
RR
CRD#: 5228979
Location:
Franklin, TN 37064

Registered Affiliation(s):CETERA INVESTMENT SERVICES LLC

Disclosures:
Experience:
20 years registered
BC

Benjamin Chase Chandler

Chase Chandler
IAR
CRD#: 5527167
Location:
Franklin, TN 37064

Registered Affiliation(s):CANTERBURY TOLLGATE

Disclosures:
Experience:
17 years registered
DS

David J Singer

IAR
CRD#: 5648414
Location:
Franklin, TN 37064

Registered Affiliation(s):TBH ADVISORS, LLC

Disclosures:
Experience:
17 years registered
PC

Phillip Michael Cochran

Phillip Michael Cochran Mr.
RR
CRD#: 4754531
Location:
Nashville, TN 37214

Registered Affiliation(s):CU INVESTMENT SOLUTIONS LLC

Disclosures:
Experience:
22 years registered
ML

Misti Dawn Lueck

Misty Dawn Lueck
RR
CRD#: 4675634
Location:
Murfreesboro, TN 37129-5102

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
22 years registered
JG

Joy Nicole Graves

Joy Smythers Pena, Joy Nicole Smythers, Joy Smythers
RR
CRD#: 4824518
Location:
Spring Hill, TN 37174

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
22 years registered
PR

Parker Ellis Rhett

PR
CRD#: 4702137
Location:
Bloomington, IL 61710-0001

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
22 years registered
MW

Michael Max Wyman

Mike Wyman
PR
CRD#: 4759633
Location:
Bloomington, IL 61710-0001

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
22 years registered
DB

Doris Kathleen Bilbrey

Kathy Bilbrey, Doris Kathleen Lewis, Kathy Lewis
PR
CRD#: 4783049
Location:
Bloomington, IL 61710-0001

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
22 years registered
WL

William Michael Lawson

Bill Lawson
RR
CRD#: 4796131
Location:
Murfreesboro, TN 37131

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
22 years registered
EV

Eric Lee Varner

RR
CRD#: 5229002
Location:
Murfreesboro, TN 37131

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
20 years registered
JS

Jacoub Frederick Swidan

Jake Swidan
RR
CRD#: 5231163
Location:
Murfreesboro, TN 37131

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
20 years registered
MF

Melissa Carol French

Melissa Carol French-Rhodes
RR
CRD#: 4725248
Location:
Hendersonville, TN 37075-2732

Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
22 years registered

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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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